Tax Manager | US/Canada Only (Remote)

Specialized Accounting; United States; Remote; USD 34,000 - 48,000; Full time

Benefits offered by this job

Paid training

Holiday pay

Paid time off

Profit sharing

401(k) plan

Computer provided

Job summary

Specialized Accounting & Tax is seeking a Tax Manager for a full-time remote position in the United States. You will oversee client communication, manage workflows, and perform hands-on tax preparation while guiding a growing team.

This role emphasizes quality control, training, and adherence to firm procedures. You will coordinate tax maps, twice-yearly projections, and planning deliverables, with opportunities to expand into technical review and leadership as the department grows.

Qualifications

• Experience preparing individual and business tax returns; Form 1040, Schedules C and E, Form 1065, Form 1120-S, Form 1120.
• Experience managing a team, coordinating workloads, delegating assignments, and ensuring completion.
• Strong knowledge of tax workpapers, depreciation, reconciliations, and tax strategies.
• Ability to supervise, review, and provide constructive feedback to staff.
• Excellent communication, organization, and deadline-management skills.

Responsibilities

• Manage the tax workflow and client experience for a growing portfolio of individual and business clients.
• Oversee client communication and follow-up, explain engagement status, and coordinate resolutions.
• Delegate work, balance workloads, monitor deadlines, and guide team members.
• Prepare federal and state tax returns and supporting workpapers; review team work and ensure quality.
• Maintain orderly client files and workflow records from intake to delivery.
• Prepare client tax maps and projections using established procedures and training.

Skills

Client communication

Team leadership

Tax preparation

Data entry

Quality control

Training & mentoring

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Drake Tax

QuickBooks Online

Microsoft Excel

Job description

Specialized Accounting & Tax is an experienced accounting and tax firm dedicated to managing the financial and tax complexities of businesses and individuals in industries such as hospitality, marinas, restaurants, and service-based ventures.

This is a full-time remote role for a Tax Manager. As a Tax Manager, you will oversee client communication, follow-up, and the overall customer experience for the tax department while coordinating the timely and accurate completion of individual and business tax returns. You will delegate assignments, monitor progress, guide team members, and perform hands-on tax preparation and data entry as needed. As the department grows, your responsibilities will increasingly focus on technical review, team guidance, and quality control.

This role is ideal for a tax professional with some management experience who enjoys communicating with clients, organizing work, developing others, and learning new skills. You will use established company procedures to prepare client tax maps, twice-yearly tax projections, and related planning deliverables. Training will be provided on company-specific processes and tax strategies; you must be able to apply that training consistently across client accounts and help the team do the same.

This position is a long-term remote role with a full-time schedule. The role must be your first priority in terms of work/employment. You will be unable to work full-time elsewhere and satisfactorily complete the duties required of this position (i.e., it is not a side hustle).

This role demands availability that aligns with our team’s operational needs, including essential meetings, collaborative projects, client interactions, and time-sensitive tax deadlines during business hours. Our work environment values flexibility but also requires adaptability, timely communication, and active engagement. Fixed availability periods cannot be accommodated in this position.

Responsibilities

Manage the tax workflow and client experience for a growing portfolio of individual and business clients, including, but not limited to:

• Oversee client communication and follow-up, proactively explain engagement status, address questions, and coordinate resolution of outstanding matters.
• Delegate assignments, balance workloads, monitor deadlines, and provide clear direction and constructive feedback.
• Prepare federal and state tax returns and supporting workpapers, including data entry in Drake Tax as needed. Assume increasing responsibility for reviewing team-prepared work, resolving review notes, and maintaining quality.
• Manage engagements from intake and document collection through review, approval, delivery, signatures, filing, acceptance tracking, and completion. Maintain accurate, organized client files and workflow records.
• Prepare client tax maps, twice-yearly projections, implementation materials, and strategy deliverables using company training, approved recommendations, and established procedures.
• Identify missing information, discrepancies, technical questions, and client concerns. Coordinate with leadership or specialists when additional expertise or approval is needed.
• Apply new tax strategies and technology, improve procedures, and uphold standards for quality, confidentiality, data security, and client responsiveness.
• Perform other duties as assigned.

Qualifications

• Experience preparing individual and business returns, including Form 1040, Schedules C and E, Form 1065, Form 1120-S, and Form 1120.
• Experience managing a team, coordinating workloads, delegating assignments, and ensuring completion.
• Working knowledge of tax workpapers, source documents, depreciation, fixed assets, reconciliations, journal entries, accruals, and supporting schedules.
• Understanding of entity structures and flow-through taxation, including sole proprietorships, disregarded LLCs, partnerships, S corporations, C corporations, and owner reporting.
• Ability to identify errors and missing information, provide actionable feedback, and assume increasing responsibility for return review and quality control.
• Strong communication, organization, prioritization, delegation, and deadline-management skills, including confidence speaking directly with clients.
• Ability to apply training and procedures consistently, exercise sound judgment, and recognize when additional guidance is needed.
• Proficiency with accounting and tax technology; Drake Tax and Double experience is especially beneficial.
• Experience in hospitality, restaurants, marinas, real estate, or service-based industries is a plus.
• Secondary education or degree in Accounting, Finance, Business Administration, or a related field, or equivalent relevant experience.

Requirements

• Strong customer service, attention to detail, and ability to manage multiple clients, team assignments, and deadlines.
• Ability to solve workflow, technology, and client-service problems while learning new programs, tax strategies, and procedures.
• Proficiency with tax and accounting software, client portals, document-management systems, spreadsheets, and Microsoft 365.
• Must have, or be willing to obtain, a dedicated secure internet connection. Public or open Wi-Fi networks may not be used for firm or client work.
• Must have a quiet, clean, visually professional workspace for video calls, meetings, and client conversations.
• Ability to communicate professionally, clearly, and reassuringly through video, audio, phone, and writing.
• Ability to lead and work independently in a fast-paced environment while maintaining accuracy, confidentiality, and compliance with firm procedures.
• Must be located in the United States or Canada.
• Willingness to travel to semi-annual in-person team retreats (supervisors and full-time employees only). Locations will vary.

Experience With the Following Is Preferred

• Drake Tax
• Tax Planner Pro or similar tax-planning and advisory software
• Double or similar workflow and practice-management software
• QuickBooks Online
• Microsoft Excel and Microsoft 365
• Client portals, e-signature platforms, and secure document-management systems
• Receipt-capture and expense-management software
• Copilot, approved AI tools, and standardized templates used within firm procedures

We Are Seeking a Candidate Who

• Possesses strong tax preparation and accounting fundamentals and wants to continue developing their technical and leadership skills.
• Takes ownership of the client experience and follows through on commitments.
• Communicates proactively and is comfortable calling clients to answer questions, explain progress, and coordinate next steps.
• Knows how to delegate clearly, support team members, and hold others accountable for timely, accurate work.
• Is willing to perform hands-on preparation while helping build a department that increasingly relies on their review and guidance.
• Enjoys learning and building repeatable processes, applying training consistently, and adopting new technology.
• Is responsive, dependable, and committed to a high standard of client service.
• Is receptive to constructive feedback and demonstrates adaptability as firm processes, systems, and workflows continue to evolve.
• Is comfortable asking questions, escalating issues appropriately, and providing constructive feedback to others.
• Has a quiet, professional workspace for meetings and client conversations.
• Knows how to prioritize, stay organized, manage deadlines, and solve problems.
• Is Humble, Hungry, and Smart.
• Values confidentiality, data security, accuracy, and professional judgment when handling sensitive client financial and tax information.

What We Value

• Accuracy and Speed – We strive to give our clients timely responses to their questions and accurate information to allow them to grow their businesses.
• Continuous Improvement – Processes, Productivity, and Personal Development. We encourage and expect a never-ending quest to continually make ourselves and our operations better. Applicant must be able to accept constructive criticism, as processes are always evolving and can be improved.
• Fun – If we aren’t enjoying what we’re doing, then why do it?
• Attention To Detail – We want someone who prides themselves on making sure our services remain top-notch. We value attention to detail so much, that we have a secret for you. We will only be giving interviews to applicants who answer this question in the “Additional Comments” section: “Which superpower do you bring when working on a team?”. Be sure to use the word “superpower” so we know you read the full job description. This is how we find the super rad people like YOU amongst all the people who throw their resume at every job application out there.
• Honesty & Integrity – Our clients give us visibility into their financial situation, which feels very private to them. Trust between our team and our clients is paramount.
• Flexibility and a willingness to learn new things. We are a fast-growing company with a variety of ever-evolving needs.

Who We Are

• A small but growing team that truly wants to help good folks grow and operate their own successful businesses.
• We work hard but we like to laugh.
• Knowledge of cheesy 80s music along with the ability to recite quotes from The Princess Bride and Scrubs is a definite plus!
• Not boring! If you’re stodgy and humorless, in the words of Pearl Jam… we’re “Not for You.”

The Perks, Performance, and Pay

• The starting hourly wage for this role is $25-35 per hour, dependent upon experience.
• This position will expand to 36-40 hours per week after training (7-8 hours per day).
• You will be expected to work primarily between 9:00 am and 5:00 pm CT and must be available during business hours on a week-to-week basis.
• Paid training
• Holiday pay
• Paid time off
• Profit share for eligible employees
• 401(k) plan
• Computer and IT services are provided and managed by Specialized Accounting.